August 14th dozens of people lost their lives when a bridge that was known to be structurally problematic collapsed. The U.S. is facing its own crumbling infrastructure, which could mean that experiencing tragedies like this here is only a matter of time unless Congress and the Administration make the tough decisions and focus on what needs to be fixed.

As time continues to pass since Hurricane Harvey and Irma, we’re hearing more about more disruptions to electricity and water that will call for significant spending to rebuild utility infrastructure. We’ve seen price gouging for bottled water near Houston, and we suspect the same is occurring in parts of Florida as people look for […]

The markets have had quite the run-up based on the assumption that this time things are different with Trump in the White House, but sky-high valuations make sense and economic realities, such as an aging population, are no anchor.